Wealth Management Associate — Elevate Client Experience

Morgan Stanley; Washington; On-site; USD 50,000 - 115,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Health Savings Account (HSA)

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in delivering an exceptional client experience. The role focuses on client service, digital marketing support, portfolio tools, and financial planning assistance in a fast‑paced environment.

Ideal candidates bring 5+ years of relevant experience, a four-year degree or higher certification, and active licensing (Series 7 and Series 66 or 63/65).

Qualifications

• 5+ years of work experience in a field relevant to the position.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, and insurance.

Responsibilities

• Cultivate relationships with business partners and colleagues.
• Support FAs/PWAs/teams by delivering exceptional client service.
• Prepare for meetings and track follow-ups to support client relationships.
• Ensure timely completion of client service functions and delegate workload daily.
• Provide backup coverage for client service tasks and educate clients in digital tools.
• Assist with organizing and executing business plans and marketing efforts.
• Prepare and review client reports or financial plans as needed.

Skills

Leadership

Interpersonal skills

Client service

Time management

Detail oriented

Multi-tasking

Adaptable

Proactive

Technical literacy

Team player

Written communication

Education

Bachelor's degree or professional certification

Series 7

Series 66 or Series 63 and Series 65

Tools

MS Excel

MS Office

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in delivering an exceptional client experience. The role focuses on client service, digital marketing support, portfolio tools, and financial planning assistance in a fast‑paced environment.

Ideal candidates bring 5+ years of relevant experience, a four-year degree or higher certification, and active licensing (Series 7 and Series 66 or 63/65).